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SWK Holdings

52 hedge funds and large institutions have $186M invested in SWK Holdings in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
19
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
1
Carlson Capital
Texas
$148M
MI
2
M3F Inc
Utah
$13.8M -$146K -10,624 -1%
CC
3
Cannell Capital
Wyoming
$6.17M +$7.54K +547 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.06M -$19K -1,377 -0.5%
BlackRock
5
BlackRock
New York
$2.24M -$99.4K -7,214 -4%
BCM
6
Bridgeway Capital Management
Texas
$1.93M +$52.7K +3,823 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.33M +$14.7K +1,066 +1%
EF
8
Empowered Funds
Pennsylvania
$936K +$33.5K +2,434 +4%
Morgan Stanley
9
Morgan Stanley
New York
$919K +$89.3K +6,477 +11%
State Street
10
State Street
Massachusetts
$839K -$13K -947 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$808K
RC
12
Rangeley Capital
Connecticut
$759K
Northern Trust
13
Northern Trust
Illinois
$600K -$16.5K -1,197 -3%
Victory Capital Management
14
Victory Capital Management
Texas
$535K -$56.9K -4,127 -10%
Renaissance Technologies
15
Renaissance Technologies
New York
$489K -$13.6K -988 -3%
DAS
16
Dynamic Advisor Solutions
Arizona
$378K +$378K +27,419 New
PCM
17
Perritt Capital Management
Illinois
$352K
Raymond James Financial
18
Raymond James Financial
Florida
$327K +$327K +23,704 New
GWI
19
Grace & White Inc
New York
$326K
Millennium Management
20
Millennium Management
New York
$263K +$4.73K +343 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$219K -$4.86K -352 -2%
SOW
22
State of Wyoming
Wyoming
$182K +$53.9K +3,910 +42%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$118K -$96.8K -7,021 -45%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$98.9K +$11.6K +841 +13%
UBS Group
25
UBS Group
Switzerland
$85.1K +$33.5K +2,432 +65%